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Maxwell Harris Bastien

Jfg Family Office

Denver, CO

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Current Employers
Jfg Family Office

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-08
  • CO RA
    APPROVED
    Since 2024-07-08

Branch Locations

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Institutional Services Company Inc. Westlake TX 07/2014 03/2017
Jfg Wealth Management Llc Denver CO 06/2024 12/2025
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 06/2024 Present
Partners Group Broomfield CO 02/2022 06/2024
The Broe Group Denver CO 03/2018 02/2022
State Of Colorado Denver CO 05/2017 03/2018
  • 07/2014 → 03/2017
    Fidelity Investments Institutional Services Company Inc.
    Westlake, TX
  • 06/2024 → 12/2025
    Jfg Wealth Management Llc
    Denver, CO
  • 06/2024 → Present
    Johnson Financial Group Llc Dba Jfg Family Office
    Denver, CO
  • 02/2022 → 06/2024
    Partners Group
    Broomfield, CO
  • 03/2018 → 02/2022
    The Broe Group
    Denver, CO
  • 05/2017 → 03/2018
    State Of Colorado
    Denver, CO
Previous Registrations
  • 2024-07-08 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-22
  • S63 Uniform Securities Agent State Law Examination
    2014-09-22
Designations

View on SEC IAPD

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ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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